PWM
XYZ

Prentice Wealth Management’s Block, Inc. XYZ Stock Holding History

Prentice Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-265
Closed -$64K – 322
2021
Q3 		$64K Buy
265
+2
+0.8% +$483 0.03% 164
2021
Q2 		$64K Sell
263
-34
-11% -$8.27K 0.03% 166
2021
Q1 		$67K Buy
+297
New +$67K 0.04% 158